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Program produced by XPX Fairfield County and XPX Hartford. Our program was a discussion with serial entrepreneur Shea Coakley on building and selling a business. Shea has co-founded and built several companies, which have since been brought to an exit. We invite you to explore his journey and the important lessons learned in exiting a…
Written by Greg Romero – February 11, 2022 As I look back at 2020 and 2021, one thing that really stands out is the sheer scale of uncertainty that family business (and other) leaders faced through the pandemic. In this environment, leaders went to extraordinary lengths to adapt their businesses in reaction to a myriad…
On this episode of ProfitSense with Bill McDermott, Bill was joined by Leslie Bassett, partner at Pridgen Bassett Law, and Allison Affleck and Harry Brenner, both partners at Affleck and Gordon PC. Leslie discussed her work in employee issues and insurance, stressing the importance of getting attorneys involved early to help resolve complex issues. Allison Affleck and…
Date: February 18, 2022 Start Time: 12 p.m. Eastern Standard Time End Time: 1 p.m. Eastern Standard Time Platform: Zoom Questions: Chat Free Ticket: Bill Sanders Negotiation is stuck. It’s time for something new. Almost everything is negotiable. Almost every interaction is a negotiation. And in no field is this clearer than in business, where every day we work…
Third article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…
For two Wallace Capital Funding LLC clients, a Pretend Play Center was their business dream. What is a Pretend Play Center? I had the same question. Remember running around with a large white coat on, who were you? A doctor or chemist? Or maybe you put on a red hat and said “weee, wooo, weee,…
A highly informative and engaging presentation on the different types of intellectual property – copyrights, trademarks, patents, and trade secrets – and how they impact businesses across industries. We will discuss the best time to engage, the pitfalls of not identifying and addressing IP early and the issue with litigation. We will also discuss how…
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Government Contractors generally operate and are sold in ways that can minimize any potential negative consequences of operating as a C corporation. There are certain benefits for the entity and its owners for operating as a C corporation compared with flow-through entities. The attached article discusses the financial, income and estate tax advantages and disadvantage…
After a powerful advance last year, the stock market has started 2022 on a down note. Between elevated inflation, heightened volatility and the Federal Reserve’s more hawkish stance, where could markets go from here? If we can’t expect another 20%-plus gain, what can we look forward to? And what kinds of businesses have the right…
Every business owner has a big dream for their company and wants to make it happen. But it can be overwhelming trying to figure out which decisions are helping the company grow and which ones are hurting. Once a business owner gets in a groove of their company operating smoothly, they often don’t want to change…
Filing taxes can be complicated and burdensome. There may come a time when what was once a plain vanilla tax return becomes too complex to file on your own or even for your current tax preparer. Sophisticated tax advisors can be crucial in assisting with complicated tax planning and compliance issues. Engaging a sophisticated tax…
UPDATE: All attendees for our free, virtual presentation will receive a complimentary book by Paul Sarvadi, Chairman & CEO at Insperity, “Take Care of Your People: The Enlightened CEO’s Guide to Business Success.” Join us on Wednesday, February 9 from 10-10:45am for our next free, virtual edition of our Scaling Skills Speaker Series when Jennifer…
How companies are combating Supply Chain disruptions, adapting to new role in overall operating expenses. Our Speaker: R.J. RomanoBDOManaging DirectorOperational Value Creation & Supply Chain Advisory Practice Leader RJ has 20 years of experience in supply chain/logistics working with manufacturers, distributors, trucking companies, and third-party logistics companies. Prior to consulting, RJ worked in Distribution in…
February 11, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Link for ticket: Ami Kassar: Most entrepreneurs are looking for ways to push their companies to grow and get bigger. But they struggle with decisions about how big they want to become, how much money to keep investing in their…
Second article in a series . . . If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their…
Using a trusted formula to help small businesses manage their finances effectively Remember Daniel? The Wallace Capital Funding LLC client, who struggled to pay his $25,000 monthly business loan. And with the help of Wallace Capital Funding, LLC, his loan term dropped to only $3,000 per month. Wallace Capital Funding, LLC has over 19 years of…
Scaling Black-Owned Businesses: From Startup To Full Potential Wednesday, February 9 | 12:00 p.m. EST Helping Black entrepreneurs thrive is critical to closing the racial wealth gap. Join us for a conversation on how to eliminate barriers that prevent Black-owned businesses from reaching their full potential. Globe columnist Shirley Leung will moderate the discussion with Visible…
Have you ever heard a service provider say something like “We do everything that X company does, but for less money”? Have you wondered how true that statement is? Watch to find out more.
Succession planning considerations enter into discussions that I have with business owners when discussing their interest in conducting an executive search to find a CEO to run their company. For instance: As a business owner are you worn down and tired from all the extra effort and attention that you have had to spend on…
USI Employee Benefits Outlook 2022 After navigating many new challenges brought on by the pandemic, employers are focusing on benefits programs that are modern, tech-enabled and inclusive, and that holistically support their employees’ health. Watch this video to learn about three significant benefits trends impacting employers in 2022.
You approach your attorney, CPA, insurance professional and other financial advisors as you’re in the beginning stages of wanting to sell your company, Tax E, Vader’s No Wax Flooring, Inc. Your advisor(s) recommended a business valuator to get an idea of what the business is worth (perhaps Abo Cipolla Financial Forensics, LLC). Abo delivers the…
Every business owner wants the business of their dreams with lots of cash flow and profitability. And with the Baby Boomers reaching retirement age, many are wanting to monetize that business in retirement to have financial freedom. However, business owners often don’t know what they should paying attention to in order to make that happen. They’re…
If you work as a business advisor, you know that engagements can be unpredictable. Whether helping the owner take advantage of a changing marketplace, or optimizing the business to prepare it for sale, these initiatives typically involve significant planning, coordination, and effort from both advisors and their clients. Despite the best of intentions, these large-scale…
Date: February 4, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoomcast Questions: Chat Click Here Free Ticket: Jonathan Brill (If you can’t make it sign up anyway to watch later and feel free to share with friends) A renowned business futurist shows leaders how their companies can adapt, survive, and thrive in times of radical…